308 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% less funds holding

Funds holding: 310308 (-2)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$4.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
276
Financial Network Wealth Advisors
Utah
$5.85K
CA
277
Clearstead Advisors
Ohio
$4.3K
GRP
278
Global Retirement Partners
California
$4.05K
MG
279
Mather Group
Illinois
$3.96K
GWM
280
Geneos Wealth Management
Colorado
$3.96K
RFP
281
Root Financial Partners
California
$3.87K
GSWM
282
Golden State Wealth Management
California
$3.79K
PA
283
Parallel Advisors
California
$3.27K
PS
284
Principal Securities
Iowa
$3.19K
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$3.19K
Jones Financial Companies
286
Jones Financial Companies
Missouri
$2.83K
SS
287
SBI Securities
Japan
$2.75K
AA
288
Ancora Advisors
Ohio
$2.5K
TWD
289
True Wealth Design
Ohio
$2.24K
SS
290
Sunbelt Securities
Texas
$2.24K
HWM
291
Hemington Wealth Management
Virginia
$2K
PWMG
292
Private Wealth Management Group
New Jersey
$1.98K
BFS
293
Bare Financial Services
Pennsylvania
$1.98K
SIC
294
Salem Investment Counselors
North Carolina
$1.72K
BWL
295
Bogart Wealth LLC
Virginia
$1.21K
JWA
296
JFS Wealth Advisors
Pennsylvania
$947
WANY
297
Wealthspire Advisors (New York)
New York
$603
DPW
298
DiNuzzo Private Wealth
Pennsylvania
$494
QCG
299
Quadrant Capital Group
Ohio
$431
FFO
300
Fortitude Family Office
Arizona
$430